Defining email templates

The actual configuration of which emails are sent and when takes place in MAINTENANCE/Email Templates in the "Templates" tab.

General

Name
The name that you give the template for reference purposes

Description
A description of what the template does and for whom

Event trigger every 24 hours | every 7 days | on Import
When you want the notification to be triggered. The major difference you can configure is a scheduled trigger (such as every Friday) as opposed to a trigger on import. A scheduled trigger will result in periodic emails and reflects the information that you also see on the HOME page. A trigger on import will send notifications about new devices or configuration changes immediately when they are detected, i.e., on import.  Note that the import trigger may result in lots of emails, especially during the deployment phase of OTbase. A scheduled trigger, on the other hand, makes sure that events are consolidated into a single email. 

Start date
The date when notifications with this template are started (only for scheduled notifications). If you do not choose a start date OTbase will assume the current time to be the start date. Note that the start date may differ to the time the emails are sent out if the time zone of your system is different than the time zone of the OTbase server.

Active
A flag that allows you to disable a template temporarily without deleting it.

Recipients

You can add specific users or local user groups (LDAP groups are presently not supported) to receive email notifications. Please note that you can add users without known email addresses, but they will not receive emails. 

Content

There is a predefined Subject and Body text for the emails which you can change to preference. The body text is static and just acts as a brief information about the actual notification content, which is contained in a PDF attachment.

Finally you can choose which reports to append.

• For the periodic reports every report from the dropdown could be generated, depending on what information the user would see on the HOME page.
• For the “on Import” trigger only “Configuration changes” and “New devices” will be created.

Using CVE views in email templates

For email notifications, you can select to attach a saved CVE view output to the email. After selecting Saved CVE View in the Append reports drop-down, a new drop-down appears where you can select the particular view that you want to use. Improved loading speed of location drop-downs Location drop-downs load much faster than before, which is particularly beneficial when your location trees are very large, with thousands of entries.

The following picture is an example of a first page of the New CVE report:

Hit the Save button to save your configuration.